Investor Certification | Perpetual Capital Management

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Your Details

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Select Your Investor Category

Please select the category that best describes your investor status. You will then be presented with the relevant statutory declaration to review and sign.

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High Net Worth Individual Declaration

Statement for Certified High Net Worth Individuals

I declare that I am a certified high net worth individual for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;

(b) the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;

(c) by signing this statement I may lose significant rights;

(d) I may have no right to complain to either of the following—
(i) the Financial Conduct Authority; or
(ii) the Financial Ombudsman Service;

(e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a certified high net worth individual because at least one of the following applies:

Please select at least one criterion that applies to you:

I had, during the financial year immediately preceding today's date, an annual income to the value of £100,000 or more. I held, throughout the financial year immediately preceding today's date, net assets to the value of £250,000 or more. Net assets for these purposes do not include: (i) the property which is my primary residence or any loan secured on that residence; (ii) any rights under a qualifying contract of insurance; or (iii) any benefits payable on termination of service, death, or retirement.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions. I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Digital Signature

By typing your name below, you electronically sign this document and confirm that the statements above are true and accurate.

Full Name (Signature) *

Date

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Self-Certified Sophisticated Investor Declaration

Statement for Self-Certified Sophisticated Investors

I declare that I am a self-certified sophisticated investor for the purposes of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

I understand that this means:

(a) I can receive financial promotions that may not have been approved by a person authorised by the Financial Conduct Authority;

(b) the content of such financial promotions may not conform to rules issued by the Financial Conduct Authority;

(c) by signing this statement I may lose significant rights;

(d) I may have no right to complain to either of the following—
(i) the Financial Conduct Authority; or
(ii) the Financial Ombudsman Service;

(e) I may have no right to seek compensation from the Financial Services Compensation Scheme.

I am a self-certified sophisticated investor because at least one of the following applies:

Please select at least one criterion that applies to you:

I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to today's date. I have made more than one investment in an unlisted company in the two years prior to today's date. I am working, or have worked in the two years prior to today's date, in a professional capacity in the private equity sector, or in the provision of finance for small and medium enterprises. I am currently, or have been in the two years prior to today's date, a director of a company with an annual turnover of at least £1 million.

I accept that I can lose my property and other assets from making investment decisions based on financial promotions. I am aware that it is open to me to seek advice from someone who specialises in advising on investments.

Digital Signature

By typing your name below, you electronically sign this document and confirm that the statements above are true and accurate.

Full Name (Signature) *

Date

Unable to Grant Access

Thank you for your interest in Perpetual Capital Management. Unfortunately, under current UK financial regulations, we are only permitted to share our investment opportunities with certified High Net Worth or Sophisticated Investors as defined by the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005.

If you believe you meet the criteria but have made an error, please try again or contact us directly for assistance.

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Access the Investor Portal

Your Details

Select Your Investor Category

High Net Worth Individual

Self-Certified Sophisticated Investor

High Net Worth Individual Declaration

Statement for Certified High Net Worth Individuals

Self-Certified Sophisticated Investor Declaration

Statement for Self-Certified Sophisticated Investors

Unable to Grant Access